Hello! I created an intake form that captures data onto a sheet. One of the automations I built out is to create a PDF. However, upon creating - I am having issues with the font size that is being pop…
Our company recently created a cybersecurity threat assessment as a required template for our PMO to ensure that all projects have the proper security and oversight. After working with stakeholders to…
Hello, one of my workflows includes an automation to generate a contract. It started as 1 type of contract and worked great. I have a check box to "generate contract" and when that is checked, the aut…
It would be incredibly helpful if I could simply create a workflow to automatically send a generated document to that row's recipient without including the link to the source sheet or requesting an ap…
This is a complex one that has been rattling around my brain for a while now. We have 26 sheets, each has a form tied to it that allows folks to enter information based on review/compliance questions.…
We're are working on generating a single document from multiple rows on smartsheet. We found this posted some time ago (https://community.smartsheet.com/discussion/92216/is-there-a-way-to-generate-a-s…
We work with the option generate documents to issue product specs (preliminary and final). As long as the information is being completed on smartsheet, it will be very helpful if non licensed users co…
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sen…
1.) I have a sheet which generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields sh…
When using Document builder to generate a DocuSign Smartsheet does not follow the character limits that are set in the DocuSign template. This causing a formatting nightmare for programs where a parti…
